Bosman Wealth Management
Latest statistics and disclosures from Bosman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MU, MRVL, GOOGL, NVDA, PLTR, and represent 38.91% of Bosman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LLY, LITE, MU, LRCX, BE, AMD, OC, BG, ALAB, JCI.
- Started 14 new stock positions in AXTI, QXO, TS, LLY, VLO, LRCX, V, BLDR, NBIS, ALAB. SEI, BG, AAOI, HPE.
- Reduced shares in these 10 stocks: CEG, META, MRVL, COHR, AVGO, CRWV, AXON, IBIT, PLTR, AMZN.
- Sold out of its positions in AXON, BITB, COHR, CEG, CRWD, ETHA, LPTH, ONDS, OSCR, RCAT.
- Bosman Wealth Management was a net buyer of stock by $11M.
- Bosman Wealth Management has $161M in assets under management (AUM), dropping by 41.85%.
- Central Index Key (CIK): 0002066260
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Portfolio Holdings for Bosman Wealth Management
Bosman Wealth Management holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Micron Technology (MU) | 13.3 | $22M | +11% | 19k | 1154.29 |
|
| Marvell Technology (MRVL) | 8.3 | $13M | -8% | 45k | 297.89 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $10M | -5% | 29k | 357.37 |
|
| NVIDIA Corporation (NVDA) | 5.9 | $9.5M | 48k | 200.09 |
|
|
| Palantir Technologies Cl A (PLTR) | 5.1 | $8.2M | -7% | 70k | 116.67 |
|
| Technipfmc (FTI) | 4.6 | $7.5M | -5% | 113k | 66.30 |
|
| Bloom Energy Corp Com Cl A (BE) | 3.2 | $5.2M | +61% | 17k | 302.70 |
|
| Ge Vernova (GEV) | 3.1 | $5.0M | -9% | 4.3k | 1174.86 |
|
| Advanced Micro Devices (AMD) | 3.1 | $5.0M | +49% | 8.5k | 580.91 |
|
| Amazon (AMZN) | 3.0 | $4.8M | -11% | 20k | 238.34 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $4.1M | -10% | 11k | 368.38 |
|
| Broadcom (AVGO) | 2.4 | $3.8M | -18% | 10k | 377.75 |
|
| Eli Lilly & Co. (LLY) | 2.3 | $3.7M | NEW | 3.1k | 1199.43 |
|
| Lumentum Hldgs (LITE) | 2.3 | $3.7M | +459% | 4.3k | 858.06 |
|
| Comfort Systems USA (FIX) | 2.3 | $3.7M | -3% | 1.9k | 1981.95 |
|
| Microsoft Corporation (MSFT) | 2.2 | $3.6M | -9% | 9.6k | 373.02 |
|
| SLB Com Stk (SLB) | 2.1 | $3.4M | +12% | 73k | 46.49 |
|
| Liberty Energy Com Cl A (LBRT) | 1.7 | $2.7M | -8% | 105k | 26.19 |
|
| Arista Networks Com Shs (ANET) | 1.6 | $2.6M | -17% | 16k | 169.88 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.6 | $2.6M | -13% | 2.7k | 965.00 |
|
| Western Digital (WDC) | 1.6 | $2.5M | +11% | 3.9k | 638.72 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $2.3M | -22% | 70k | 33.29 |
|
| Owens Corning (OC) | 1.4 | $2.3M | +217% | 15k | 158.96 |
|
| Apple (AAPL) | 1.4 | $2.2M | 7.7k | 289.36 |
|
|
| Lam Research Corp Com New (LRCX) | 1.3 | $2.1M | NEW | 4.9k | 433.33 |
|
| Tesla Motors (TSLA) | 1.2 | $2.0M | +4% | 4.7k | 420.60 |
|
| Meta Platforms Cl A (META) | 1.1 | $1.7M | -44% | 3.0k | 563.29 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.0 | $1.6M | 14k | 110.35 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.9 | $1.4M | +365% | 9.5k | 146.11 |
|
| Bunge Global Sa Com Shs (BG) | 0.8 | $1.3M | NEW | 12k | 106.73 |
|
| Coreweave Com Cl A (CRWV) | 0.8 | $1.3M | -37% | 13k | 99.54 |
|
| Southern Copper Corporation (SCCO) | 0.8 | $1.3M | +13% | 7.2k | 174.26 |
|
| Deckers Outdoor Corporation (DECK) | 0.7 | $1.2M | -4% | 12k | 99.29 |
|
| Astera Labs (ALAB) | 0.7 | $1.2M | NEW | 2.4k | 483.02 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.1M | 1.5k | 746.77 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.7 | $1.1M | +92% | 3.3k | 334.82 |
|
| Builders FirstSource (BLDR) | 0.6 | $1.0M | NEW | 12k | 89.48 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.6 | $973k | -2% | 38k | 25.58 |
|
| Nebius Group Shs Class A (NBIS) | 0.5 | $816k | NEW | 3.0k | 276.17 |
|
| Tenaris S A Sponsored Ads (TS) | 0.5 | $800k | NEW | 14k | 55.49 |
|
| Valero Energy Corporation (VLO) | 0.5 | $757k | NEW | 2.9k | 260.44 |
|
| Cipher Mining (CIFR) | 0.5 | $730k | -31% | 30k | 24.50 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $637k | 971.00 | 655.89 |
|
|
| MercadoLibre (MELI) | 0.4 | $603k | -11% | 355.00 | 1697.39 |
|
| 3M Company (MMM) | 0.4 | $600k | 3.7k | 161.91 |
|
|
| Qxo Com New (QXO) | 0.3 | $508k | NEW | 29k | 17.28 |
|
| Applied Optoelectronics (AAOI) | 0.3 | $506k | NEW | 3.4k | 148.16 |
|
| Chevron Corporation (CVX) | 0.3 | $477k | 2.9k | 165.76 |
|
|
| Axt (AXTI) | 0.2 | $374k | NEW | 5.2k | 72.08 |
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $313k | NEW | 6.9k | 45.11 |
|
| Ezcorp Cl A Non Vtg (EZPW) | 0.2 | $307k | 8.9k | 34.57 |
|
|
| Solaris Energy Infras Com Cl A (SEI) | 0.2 | $264k | NEW | 3.3k | 80.46 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $211k | -64% | 2.1k | 101.65 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $207k | 1.5k | 136.72 |
|
|
| Visa Com Cl A (V) | 0.1 | $206k | NEW | 600.00 | 343.09 |
|
| Iren Ordinary Shares (IREN) | 0.1 | $201k | -71% | 4.4k | 45.73 |
|
Past Filings by Bosman Wealth Management
SEC 13F filings are viewable for Bosman Wealth Management going back to 2024
- Bosman Wealth Management 2026 Q2 filed July 28, 2026
- Bosman Wealth Management 2026 Q1 filed May 4, 2026
- Bosman Wealth Management 2025 Q4 filed Jan. 27, 2026
- Bosman Wealth Management 2025 Q3 filed Oct. 27, 2025
- Bosman Wealth Management 2025 Q2 filed July 17, 2025
- Bosman Wealth Management 2025 Q1 filed April 30, 2025
- Bosman Wealth Management 2024 Q4 filed April 30, 2025